Just like Beauty, Wealth is in the eye of the beholder. But for most of us, it doesn’t just happen. It takes thought, planning and a bit of discipline.
In the first instance, we find out what you want to do in your life. Then together we work out how you are going to finance it all.
Your preferences, priorities and questions will naturally depend on your stage of life.
Once we understand where you are at, we design the best path for you, including the triggers for change. Once you are comfortable, we will execute the underlying strategies and continue to work with you so that you stay on track.
Intergenerational considerations are increasingly being addressed in our advice. Older parents and/or or adult children unexpectantly requiring monetary assistance can compromise your position without consideration in the planning process.
“Financial Planning is not about money, it is about having the flexibility and choice in how you live your life.”
“Financial planning may seem boring, however if it helps you establish a plan that turns something unrealistic into something that is achievable, then it becomes exciting.”